See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,658 | $112,096-78.0% | $95,952-74.3% | $158,922-84.5% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 18.76% | 171.09%-152.3pp | 91.61%-72.9pp | 302.83%-284.1pp |
| Employer contribution / active EE | $2,965 | $3,198-7.3% | $2,541+16.7% | $4,761-37.7% |
| Participant deferral / active EE | $3,357 | $4,784-29.8% | $4,167-19.4% | $5,982-43.9% |
| Admin fee / account holder | $4,327 | $10,130-57.3% | $6,795-36.3% | $11,246-61.5% |